Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Jamison (PA); Vor Ort; USD 61.000 - 250.000; Vollzeit

Benefits dieser Stelle

Parental benefits

Retirement package

Medical, vision, dental plans

Zusammenfassung

Northwestern Mutual seeks a financial advisor to build a client-focused practice. Start as a financial representative focusing on client-building and licenses, backed by award-winning training.

You’ll use our planning software to deliver holistic financial plans and pursue uncapped earnings through a performance-based compensation structure as you grow your own client base and practice.

Qualifikationen

• Bachelor’s degree is required.
• Entrepreneurial ambitions to own a business.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Legal authorization to work in the US without sponsorship.

Aufgaben

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life

Kenntnisse

Client relationship-building

Time management

Continuous learning

Critical thinking

Strong communication

Entrepreneurial mindset

Motivation & drive

Ausbildung

Bachelor’s degree

Tools

Northwestern Mutual planning software

Jobbeschreibung

Northwestern Mutual seeks a financial advisor to build a client-focused practice. Start as a financial representative focusing on client-building and licenses, backed by award-winning training.

You’ll use our planning software to deliver holistic financial plans and pursue uncapped earnings through a performance-based compensation structure as you grow your own client base and practice.